In today’s episode, we’re in New York City to join Pamela Capalad, a certified financial planner who’s blended her expertise in financial planning with her passion for educating and serving people of color, while leading a hip-hop-based financial education for children as well.
You’ll hear how Pamela Capalad grew her business beyond $300,000 per year in short order, with a deeply satisfying ‘Brunch and Budget’ business that gives back to under-represented communities through financial education.
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Pamela shares the details on her career path, how she ended up in financial planning and why brunch plays such a big part in her practice. She also give us her insights on the process of creating her own financial planning firm – Brunch & Budget – after noticing many of her colleagues were socializing with her to ask questions about budgeting, credit card debt and 401(k)s. But she didn’t stop there, she also runs the group financial coaching business, See Change Financial, and Pockets Change, the educational literacy program for children.
If you’re new to the industry or considering financial planning at any level, Pam’s story and experience will leave you inspired and help you see your own business in a whole new and creative way.
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